Akros SCHK HK-U.S. AI Index

Salesforce is expected to report Q2 FY27 results on September 2, 2026, providing the next test of its $11.27 billion-$11.35 billion quarterly revenue outlook.

NVIDIA is scheduled to report second-quarter fiscal 2027 financial results on August 26, 2026.

Analog Devices confirmed it will release fiscal Q3 2026 results on August 19, 2026, at 7:00 a.m. ET and hold an earnings call at 10:00 a.m. ET.

Third-party earnings calendars list Palo Alto Networks as scheduled to report fiscal Q4 2026 financial results on August 17, 2026.

Google is scheduled to hold its Made by Google event in New York on August 12, when Pixel 11 pre-orders are set to open.

Jury selection in the multistate youth-safety lawsuit against Meta is scheduled to begin on August 12, 2026, with opening statements scheduled for August 18.

AppLovin is scheduled to release second-quarter 2026 financial results after the U.S. market closes on August 5, 2026.

AMD is scheduled to report fiscal second-quarter 2026 financial results after market close on August 4, 2026.

Palantir is scheduled to release results for the quarter ended June 30, 2026 after the U.S. market close on August 3, 2026.

Corina Cacovean is scheduled to become AppLovin's Chief Legal Officer on August 1, 2026, when Chief Administrative and Legal Officer Victoria Valenzuela retires.

Meta Platforms is scheduled to release its second-quarter 2026 financial results after the market closes on July 29, 2026.

Microsoft is scheduled to publish fiscal 2026 fourth-quarter financial results after market close on July 29, 2026.

Qualcomm is scheduled to release third-quarter fiscal 2026 results after market close on July 29, 2026.

BlackRock’s more than $12 billion bond financing for Meta’s El Paso, Texas data-center campus was reported to face softer demand and was expected to price on July 27, 2026.

Meta began rolling out agentic Meta AI features powered by Muse Spark 1.1 that can connect to apps and complete tasks for users in select markets.

Intel and Lens Technology signed a one-year nonbinding memorandum to explore glass-through-via advanced packaging for future AI and data-center computing platforms.

NAVER, NVIDIA and Brookfield announced a proposed expansion of NAVER’s GAK Sejong NVIDIA DSX AI factory from 55 megawatts to 200 megawatts by 2028.

NVIDIA and SK Group announced a $500 billion-plus initiative spanning AI factories and a long-term partnership to secure and co-develop next-generation AI memory.

Reuters and other reporting said Qualcomm notified customers of planned double-digit price increases for products shipped after September 1, 2026.

AMD and Cerebras announced a technical partnership to deploy Helios systems with Cerebras Wafer-Scale Engine technology for a joint low-latency inference offering.

AMD launched the Helios rack-scale AI platform, Instinct MI400 GPUs including MI455X, and sixth-generation EPYC Venice CPUs at Advancing AI 2026.

The European Commission fined Google €890 million for Digital Markets Act breaches involving Google Search self-preferencing and Google Play anti-steering restrictions.

Intel reported Q2 2026 revenue of $16.1 billion and non-GAAP EPS of $0.42, while guiding Q3 revenue to $15.8 billion-$16.8 billion and non-GAAP EPS to $0.38.

Intel committed to a high-volume ramp of its 14A process technology in 2028 while maintaining planned internal risk production in the second half of 2027.

IBM signed a definitive agreement to acquire privately held HRL Laboratories to add silicon-spin qubit, quantum-sensing and related research capabilities to its quantum program.

IBM’s Q2 2026 Form 10-Q disclosed a $11.602 billion purchase price allocation for its completed Confluent acquisition, including $7.238 billion of goodwill.

NVIDIA and Amkor Technology signed a $1.5 billion multi-year agreement under which NVIDIA will prepay to expand Amkor’s U.S. advanced semiconductor packaging and test capacity.

The U.S. Department of War awarded Oracle an enterprise software agreement valued at nearly $7 billion over up to 10 years to consolidate its on-premises Oracle software procurement.

ServiceNow and TeamViewer announced a multi-year partnership to integrate TeamViewer endpoint capabilities with the ServiceNow AI Platform for autonomous IT workflows.

AMD and Anthropic added an up-to-$5 billion AMD equity-investment commitment and a multiyear engineering collaboration to their planned deployment of up to 2 gigawatts of MI450 Series GPUs.

Alphabet raised its 2026 capital-expenditure outlook to $195 billion-$205 billion while reporting second-quarter results.

IBM’s July 23 Form 10-Q confirmed the final second-quarter 2026 financial and segment disclosures, resolving the pending filing follow-up from its July 22 earnings release.

Microsoft committed $60 million to the U.S. Department of Energy's Genesis Mission and launched its SPARK program office to coordinate AI-for-science support.

Qualcomm announced that Snapdragon platforms will power Samsung's new Galaxy foldable smartphones, first Snapdragon-powered Galaxy Watches, and intelligent eyewear.

ServiceNow reported second-quarter 2026 results that exceeded revenue and adjusted-profit estimates and raised its full-year subscription-revenue outlook.

Google introduced Gemini 3.6 Flash, Gemini 3.5 Flash-Lite, and Gemini 3.5 Flash Cyber to provide more efficient AI-agent and cybersecurity capabilities.

Intel and Fortinet announced a collaboration to develop Fortinet Security Processor 6, which Intel will manufacture on its Intel 4 process node.

Intel confirmed that it is planning an additional, unspecified workforce reduction in its Data Center and AI Group as part of its efficiency program.

Microsoft and Mistral expanded their strategic partnership through a multibillion-dollar agreement for European AI infrastructure capacity and wider deployment of Mistral models across Microsoft products.

NVIDIA said Vera Rubin systems are entering production deployments and introduced the 102.4-terabit-per-second Spectrum-6 Ethernet switch system for gigascale AI factories.

Wistron opened its first U.S. smart factory in Fort Worth, Texas, for assembly and testing of NVIDIA AI systems, including GB300 production and planned Vera Rubin production.

Wisconsin regulators declined to reconsider financial-support rules that could require Oracle to secure more than $7 billion of collateral for power infrastructure serving its Port Washington Lighthouse data-center campus.

Palo Alto Networks introduced Synthetics, a digital-experience-monitoring capability that proactively validates application availability and performance from global locations.

Palo Alto Networks expects its proposed acquisition of Embrace to close in fiscal Q1 2027, subject to customary closing conditions.

Morgan Stanley analyst Adam Wood downgraded Salesforce to Equalweight from Overweight and cut the price target to $185 from $287, citing a gap between AI momentum and weakening subscription-revenue growth.